RBB-Preferred Relationship Manager Apply @ HDFC Bank

Job Description

• A
• HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) 1
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio 2
• Acquire new customers who meet product criteria 3
• Regular interaction with the customer to build rapport to understand and update the profile
• 4
• Enhance the Overall value/book size of the portfolio 5
• Maintain the overall quality / hygiene parameters of the portfolio 6
• Cross selling products of the bank based on the customer need 7
• Joint calls being done along with Supervisor as per defined process 8
• Advisory services to be offered based on the requirement in coordination with PBG
• 9
• Attrition control of customers 10
• Achieving MTD and YTD Revenue Targets B
• Operations, Marketing & Processes 1
• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) 2
• Ensure KYC / AML norms are adhered to at all points of time 3
• Ensure that 5-S norms are adhered to for individuals workstation C
• Increase in Wallet Share 1
• Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer 2
• Sales to family members and associates (all network) 3
• Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached D
• Product Penetration & Contribution towards Focused Product 1
• Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached
• 2
• Enhance client's Customer To Group ( CTG ) level E
• Customer Service 1
• Ensure quality customer service is delivered
• All customer queries and complaints are being resolved within TAT
• 2
• Customer is informed about any regulatory or process change
• Keep the customer updated on program features
• 3
• Ensure timely customer communication on requests and concerns raised
• 4
• Proactive complaint management through feedback from customers
• 5
• Promoting all direct banking channels and ensuring that the customer is utilizing the same 6
• Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out 7
• Ensure smooth transition of handover/takeover of the portfolio

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Keyskills:   direct banking forex customer service account opening banking sales retail cross selling